Assess Plan Implement Evaluate 2. Action Learning!
Capacity Strategy 3. Balance Technology
Integrating your databases
Implementing an Internet presence campaign
Conducting a staff training program on one or several pieces of software
Getting all staff e-mail accounts and Internet access
Launching an Extranet for groups you work with
Upgrading your hardware
Creating a wide area network (WAN) for several of your facilities
Developing a clear content strategy for your web site
4. Planning scope is based on clear, attainable ICT initiatives
6. TCO (80-20 Rule)
The right people at the table
Cluster and prioritize
Develop and vet O & O (TVO)
Choose initiatives &/or experiments to pursue
Set focus and conduct assessment
Develop an action plan
Objectives, outcomes and Indicators
Steps and timing, Roles and responsibilities, TCO
7. A simple process
Results of A, B & C: What are we really talking about?
We need a better email management system +
I wish we all had contacts in the same place +
I’d like to see us launch a new E-newsletter =
Improved constituent electronic communications
Objective ‐ Provide staff and trustees with an efficient way to have exchanges before meetings that other trustees and staff can see. thereby possibly enriching trustee‐trustee, staff‐staff and staff‐trustee dialogue.
Trustees - Outcomes
Better able to understand the thoughts of & points of view of other trustees & staff
More efficient in decision‐making
Feel better connected to other trustees and staff
Objective – Individual staff and the foundation as a whole will be better able to efficiently assess and utilize the assets that consultants do or can offer foundation.
Staff - Outcomes
Staff can better organize the information about consultants.
Staff has info to make timely and strategic decisions about which consultants to utilize.
Staff has info to leverage relationships with & knowledge that consultants have